Edit Invoice window

In the Edit Invoice window you can make the necessary changes in the Invoice details and import the Invoice to .RTF format using templates.

Edit Invoice window can be opened from the Invoices to Clients window as well as from the Invoices to Clients window on Edit button click.

The general view of the Edit Invoice window:

Working with Invoice details in the Edit Invoice window is absolutely similar to the procedure of adding the details in the New Invoice window. More details...

The only important additional option available from the Edit Invoice window is importing the Invoice to the .RTF/.DOC/.PDF file using custom templates. For this select the template from the RTF Templates drop-down list at the bottom of the Edit Invoice window and click one of the buttons according to your needs (you can save the invoice, save and open it at once or just print):

More details on .RTF templates...

If any Payments are linked to the Invoice, their list is displayed on the Linked with Payments tab:

You can also create/delete a phantom payment here using Add Phantom Payment/Delete Phantom Payment button (the button is not displayed if the Invoice is linked with the Payment and the Payment sum exceeds the Invoice Total.

Note: Phantom payments are used to balance negligent parts of invoices which keep Invoices with Outstanding status, and, this way, move them to Settled category. To do this, click Phantom Payment button in Linked with Payments page of New Invoice window.

Phantom payment is created on the total uncovered with payment's sum.

Example: Invoice Total = 1000EUR, it is linked with Payment on 997EUR. When you click Add Phantom Payment you will be suggested to create a phantom payment on 3EUR. If the invoice is not linked to any payment - you will be suggested to create a phantom payment on with Total equal to the invoice Total sum.

See Also:

Deleting Invoices. Voided Invoices.

Creating a new Invoice